Commit Graph

8 Commits

Author SHA1 Message Date
null 1d8ae4f511 fix: sync_days hard-clamped to 90 (SimpleFIN Bridge limit)
- bankSyncConfigService: SYNC_DAYS_MAX=90, getBankSyncConfig clamps on read,
  setSyncDays rejects >90 with explanation
- bankSyncService: every sync requests full sync_days window, dedup handles
  already-seen transactions
- dataSources status endpoint returns sync_days alongside enabled
- BankSyncAdminCard: input max 90, live clamp, description cites Bridge limit
- BankSyncSection: third stat tile showing History window X days
2026-05-29 02:23:19 -05:00
null 262d7789db feat: account monitoring, expanded sync UI, match filtering, error toasts
Backend:
- v0.64 migration: monitored column on financial_accounts
- GET/PUT data-sources accounts endpoints for monitored toggle + tx listing
- matchSuggestionService: excludes unmonitored accounts from match scoring

Frontend:
- BankSyncSection rebuild: accounts panel with monitored switch, expand for
  last 50 transactions, match status badges, optimistic toggle
- TransactionMatchingSection: toast on bills load failure
- DataPage: toast on import history load failure
- ProfilePage: toast on both login history fetch failures
2026-05-29 01:06:20 -05:00
null 542ab5e382 feat: configurable sync interval, auto-match, encryption note, admin link, SimpleFIN hyperlink
#1 Sync interval in admin UI:
- bankSyncConfigService: reads simplefin_sync_interval_hours from settings
  (DB-first, env fallback, default 4h), setSyncIntervalHours() with validation
- bankSyncWorker: live-updates interval from getBankSyncConfig() each tick
- routes/admin: PUT accepts enabled and sync_interval_hours independently
- BankSyncAdminCard: number input (0.5 step, 0.5-168 range), dirty-checks both

#3 Auto-match after background sync:
- matchSuggestionService: autoMatchForUser() auto-applies suggestions ≥80
  score (exact amount + date ±1d + name signal), lazy-requires matchTransactionToBill
- bankSyncWorker: calls autoMatchForUser after each successful sync, own try/catch

#4 Encryption note in BankSyncAdminCard below worker status panel

Also: error handling, admin link in tracker sidebar, SimpleFIN bridge hyperlink
2026-05-29 00:28:50 -05:00
null b03264ceb1 feat: zero-config encryption + SimpleFIN Bridge links
- encryptionService.js: getKey() tries TOKEN_ENCRYPTION_KEY env first, then
  auto-generates a random 48-byte key on first startup, persists to settings
  as _auto_encryption_key. assertEncryptionReady() is now a no-op.
- bankSyncConfigService.js: removed encryption_key_set response and
  encryptionKeyReady() helper. No env config required.
- .env.example: TOKEN_ENCRYPTION_KEY removed. Comment says enable from Admin
  panel, no env config required.
- BankSyncSection.jsx: added SimpleFIN Bridge links — 'Open SimpleFIN Bridge'
  for first-time setup, 'Get a SimpleFIN token' for existing connections
2026-05-29 00:04:28 -05:00
null a1f679f7b0 style: global readability/theme pass
- Sharpened font stack in index.css, removed softer Georgia digit font for UI text/money
- Tuned dark-mode tokens: clearer foreground, brighter muted text, stronger borders, defined cards
- Updated UI primitives: cards, buttons, inputs, selects, tables, badges
- Cleaned up bills rows, mobile bill rows, tracker dismiss, snowball icons, summary/category/health/analytics money values, import/export status icons
- Reduced fuzzy uppercase label spacing globally
2026-05-28 23:18:14 -05:00
null 88a4b64924 feat: DB-first bank sync config, admin toggle, extracted BankSyncSection
New:
  services/bankSyncConfigService.js — bank_sync_enabled from settings table, env fallback
  client/components/admin/BankSyncAdminCard.jsx — single toggle + encryption key status
  client/components/data/BankSyncSection.jsx — full connection management extracted from SettingsPage

Modified:
  routes/dataSources.js — per-request getBankSyncConfig() instead of module-level env check
  routes/admin.js — GET/PUT /api/admin/bank-sync-config
  AdminPage.jsx — renders BankSyncAdminCard after EmailNotifCard
  SettingsPage.jsx — BankSyncSection removed, 580->352 lines
  DataPage.jsx — BankSyncSection first, passes simplefinConn to TransactionMatchingSection
  TransactionMatchingSection.jsx — compact sync bar with green dot + Sync Now
  Layout.jsx — SimplefinBadge shows muted dot when enabled
  client/api.js — bankSyncConfig API calls
2026-05-28 22:06:15 -05:00
null 979886cb6a style: CalendarPage readability pass + DataPage fix
CalendarPage.jsx:
- Tightened day numbers, due-count badges, bill labels inside cells
- Crisper color contrast for paid/due/missed states
- Cleaner grid surfaces and borders for row/day tracking
- Switched font-mono values to tracker-number style

SeedDemoDataSection.jsx:
- Fixed render logic for data page
2026-05-28 21:40:27 -05:00
null 71dfbe36cc refactor: component splits, PWA support, CommandPalette
Component Splits:
  - AdminPage.jsx: 1,906 -> 82 lines (logic moved to client/components/admin/ — 9 files)
  - DataPage.jsx: 3,132 -> 60 lines (logic moved to client/components/data/ — 8 files)
  - TrackerPage.jsx: 2,566 -> 2,132 lines (MonthlyStateDialog, StartingAmountsEditDialog, PaymentModal)

PWA:
  - vite-plugin-pwa installed with NetworkFirst caching for API routes
  - Square PWA icons (192x192, 512x512, apple-touch-icon)
  - theme-color, apple meta tags, touch icon in index.html
  - Build generates dist/sw.js + Workbox runtime

CommandPalette:
  - Navigation commands, Add bill action, month jumps
  - Grouped results with empty/filtered states
2026-05-28 20:53:22 -05:00